UNLISTED SHARES

OUR UNLISTED SHARES ADVISORY SERVICE

At Marquee Investment Managers, we have built a rigorous, research-first framework for identifying, evaluating, and advising on unlisted share opportunities. Our approach is not speculative—it is the same disciplined, fundamental-first methodology we apply to our Equity Portfolio Advisory, now extended into the private markets.

Here is what our Unlisted Shares Advisory covers:

1. Curated Deal Flow

We do not chase every unlisted opportunity in the market. Through our network of promoters, ESOP holders, trusted intermediaries, and market contacts, we identify a small, high-conviction list of opportunities each quarter. You only see what meets our investment bar—not what is easy to source.

2. Deep Fundamental Research

Every unlisted company we advise on goes through our proprietary MUSTHAVE framework — the same framework we apply to listed equities. We evaluate Market Direction, Underlying Cash Flows, Scalability, Terminal Growth Rate, High Growth Potential, Capital Allocation, Valuation, and Earnings Predictability. No shortcuts. No storytelling without numbers.

3. Valuation & Entry Price Advisory

The biggest risk in unlisted shares is overpaying. Our team conducts independent valuation using DCF, peer comparables, and sector benchmarks to determine a fair entry price. We only recommend when the risk-reward tilts sharply in your favour.

4. IPO & Exit Strategy Guidance

Buying is only half the equation. We advise you on when to hold, when to exit in the secondary unlisted market, and how to approach IPO allotment — helping you optimize returns while staying aligned with your overall wealth creation plan.

5. Ongoing Portfolio Monitoring & Updates

Once you invest, we stay with you. You receive regular updates on business developments, DRHP filings, industry news, and our view on the stock — so you always know what is happening with your money and why.

6. Dedicated Wealth Manager

You will be assigned a dedicated Marquee relationship manager who will hand-hold you through every step — from understanding the opportunity to completing the transaction to tracking your investment.